See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,940 | $189,613-26.2% | $167,512-16.5% | $142,382-1.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.73% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $13,000 | $4,349+198.9% | $3,882+234.9% | $4,299+202.4% |
| Participant deferral / active EE | $9,600 | $6,981+37.5% | $6,405+49.9% | $6,507+47.5% |
| Admin fee / account holder | $84 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |